A main/parent company can have multiple groups, and each group can invite multiple members to join the group and share their data among each other. Different groups will not be able to access each other’s data, unless they are in the Demurrage Risk & Settlement Group Type, where a parent this company-level group can view the subsidiary group’s all groups' data but the latter cannot view the parent company-level group’s data.
The group can be set up by any group member, but should ideally be the Company Profile Creator. Once the Company Profile Creator created the group and invites members to join the group, all the members will belong under the same company, so the members' Company Profile page will automatically be filled up according to the inputs from the Company Profile Creator, saving the need for them to input the company profile on their own.
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and fill in the Group Name.
For Parent Group, select a group as the parent group of the new group as necessary. Parent group will have access to all data in the child group.
For Group Type, if you want to select please select Business under normal circumstances. For special cases where there is a need for a main/parent group to access its own and the subsidiary group’s data, but the latter cannot access the former’s data, please select Demurrage.
Please select Group Type: The group type "RISK & SETTLEMENT" possesses the highest-level permissions, allowing members within the group to access data from all groups within the same company (regardless of whether it is a parent or child group) - this group type is also know as the parent group of all parent groups. Groups with "BUSINESS" or "OPERATIONS" types can only access data from members within the same group. The group type "DEMURRAGE" is designed specifically for demurrage functionality.
If you want to join the group that you have created, click on the tick button next to Join Group, and decide if you want to keep your current data or delete your current data:
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Please note that to protect the data of the company, once a member leaves the group, all the data will remain in the group for access for other members. Once the member leaves the group, his/her account will be cleared of all the data, including data he/she has input while still in the group. If he/she wants to continue having access to the data, he/she has to join the group. If the last member leaves the group, the data will be returned back to the group owner’s account.
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3. After creating the group, please click on the View (eye icon) button to enter the group page to add new members.
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Function | Group Owner | Admin | User |
|---|---|---|---|
Invite Member | Yes | Yes | No |
Remove Member | Yes | Yes | No, but can remove self |
Change User Role | Yes | Yes | No |
Change User Access Permission | Yes | Yes | No, unless User is Group Owner |
Access to Data of Members in Group | No | Yes | Yes |
Delete Group | Yes | No | No |
Remove Group from Company | Yes | No | No |
Link/Unlink Licence to/from Group | Yes | No | No |
View Group Details | Yes | Yes | Yes |
Edit Group Details | Yes | No | No |
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6. Group Owner may change the group’s details in the group pagee page by clicking on the Edit button next to the Group Name
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